Newsmaker: Regulation, with a global focus
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers
- By: Megan Harman
- October 8, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Matching clients with tax-filing software
The shift to digital filing means your clients will be searching for software applications that meet their particular needs. There are plenty of packages out…
- By: Danny Bradbury
- October 8, 2015 November 9, 2019
- 23:00
Getting it right, or fixing it
Mistakes on income tax returns are common, as are objections to CRA assessments. You can help your clients prevent and fix errors and omissions in…
- By: Jim Middlemiss
- October 8, 2015 November 9, 2019
- 23:00
Avoid missing medical expenses
Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…
- By: Stewart Lewis
- October 8, 2015 November 9, 2019
- 23:00
Probate more costly in Ontario
Estate executors now will be required to file a new form estimating the value of an estate - with supporting documention. Failure to file or…
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00
A window of opportunity
The rules governing how much tax-free cash a client can hold in a permanent life policy are changing. But advisors who act now may be…
- By: Megan Harman
- October 8, 2015 November 9, 2019
- 23:00
Global hunt for tax evasion widens
Partly in response to the U.S.'s FATCA initiative to collect taxes from its citizens who live abroad, 60 other countries, including Canada, have signed on…
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00
The unexplored potential of TFSAs
Often viewed as a simple savings account, tax-free savings accounts have new, higher limits and cumulative contribution room. But taxpayers who pile up large sums…
- By: Dwarka Lakhan
- October 8, 2015 November 9, 2019
- 23:00
Lower taxes on donations
New rules proposed for proceeds from the sale of shares and real estate to be donated to charities
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00
Most provinces hold the line on taxes
With most regions still fighting deficits and facing murky economic forecasts, provincial governments have imposed only minor increases in taxes - or none at all
- By: Catherine Harris
- October 8, 2015 November 9, 2019
- 23:00
Doing the “RRSP or TFSA” dance
Tax professionals recommend that clients make maximum contributions to their TFSAs- by making withdrawals from RRSP or RRIF assets if no other funding is available.…
- By: Catherine Harris
- October 8, 2015 November 9, 2019
- 23:00
Rethinking RRIF rates
Many financial advocates applaud lower mandatory withdrawals, and some want them abolished altogether. But government depends upon the annual tax revenue
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00
Economist takes issues with NDP, Liberal stock option tax proposals
Proposal to tax stock options fully would not generate the expected revenue as the government would have to introduce a corporate tax deduction to avoid…
- By: Rudy Mezzetta
- October 7, 2015 November 9, 2019
- 12:50
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02